加密圈最近挺乱的,通过分析 @stbl_officialL长文里面的ESS稳定币和Tri-Factor机制,用大白话拆解下,核心就看这几点
平时见的USDT、USDC,本质是加密圈的通用零钱,核心就是稳,解决币价波动问题。但STBL搞的ESS(生态特定稳定币),不走通用路线,提了个货币即服务(MaaS)的说法
打个比方比如传统稳定币像人民币,不管开超市还是做游戏,都得用一套。ESS是给每个行业“定制钱”,电商能整个适配交易结算的,游戏能搞个绑定道具流通的,物流也能做个供应链专用的
关键优势就三点:可编程(比如电商ESS能自动退货款)、能定制(不搞一刀切)、能跨生态打通(不孤立)。这也是为啥说它是稳定币2.0起点,把稳定币从花钱的工具变成了生态的基建
✅ESS是定制支线,USST作为STBL的核心通用稳定币,就是基本盘。11-12月的升级,说白了就是加固这个基本盘。11月上的“自动化激励挂钩”,是解决稳定币的老毛病,锚定价跑偏。比如跌了就少发多销毁,还奖励增持的人,再拉点不同资产做抵押,抗风险更强
12月更关键,一是多铸币+加流动性,保证大家想买能买、想卖能卖,二是接入DEX和借贷市场,以后能用USST套利、赚利息,自然更多人愿意用
加密项目画饼容易落地难,稳定币更看安全和信任,STBL的合作名单确实相当有分量
✅安全方面Cyfrin、Nethermind,都是行业顶级审计,少出代码漏洞,跨链和数据靠Chainlink、Wormhole,前者保证价格真实,后者能跨不同链用,风控有Hypernative实时防攻击。
✅还有最关键的是抵押品不只用加密资产,还接了USDY、OUSG这些真实资产,甚至在对接头部机构的信用资产。相当于告诉大家金库里真有东西生息,这在稳定币里是硬实力
@stbl_official @KaitoAI
#STBL #KaitoYap

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